Gibson Wealth Advisors LLC

CIK

1911266

Location

TYLER, TX

Portfolio Value

Micro $28,710,019

Diversification

Diversified

Filing Date

Global Rank

#7,524 / 8,517 ▼ 348

Top Industry

Railroads 24.9%

3Y Alpha vs SPY

+5.3%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

15 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+102.7%

SPY

+75.3%

Annualised alpha

+6.0%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.9%

−8.4 pts

Top 5

57.0%

−6.4 pts

Top 10

78.4%

−3.4 pts

HHI

1,034

Diversified−419

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.4%	$7,581,181	2
Technology	22.6%	$6,475,316	6
Energy	16.4%	$4,721,530	2
Utilities	12.1%	$3,485,630	3
Consumer Defensive	9.7%	$2,783,683	3
Healthcare	5.4%	$1,555,492	1
Financial Services	4.1%	$1,184,985	2
Consumer Cyclical	1.8%	$524,348	1
Communication Services	1.4%	$397,854	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+600	1,675	$838,153
NVDA	Nvidia Corp	+135	12,552	$2,511,529
AAPL	Apple Inc.	+1	6,835	$1,977,775
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−4,991	19,220	$397,854
CVX	Chevron Corp	−2,000	10,698	$1,773,300
DUK	Duke Energy CORP	−2,000	13,000	$1,645,540
EVRG	Evergy, Inc.	−1,196	11,400	$985,302
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AMD	Advanced Micro Devices Inc	380	$220,745
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	233,431	$17,999,864
VEU	Vanguard FTSE All-World Ex-US ETF	41,786	$3,138,128
VB	Vanguard Morningstar Small-Cap ETF	11,523	$3,018,104
WM	Waste Management Inc	2,000	$459,580
ENB	Enbridge Inc	5,000	$270,700
JNJ	Johnson & Johnson	1,010	$246,884
DVN	Devon Energy Corp/De	4,590	$230,968
SO	Southern Co	2,232	$215,432
MCD	Mcdonalds Corp	687	$213,512
PNW	Pinnacle West Capital Corp	2,000	$201,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $28,710,019 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NSC	Norfolk Southern Corp Industrials	Held	22,709	0	$7,144,024	+9.6%	24.88%
XOM	ExxonMobil Holdings Corp Energy	Held	21,564	0	$2,948,230	−19.4%	10.27%
NVDA	Nvidia Corp Technology	Added	12,552	+135	$2,511,529	+16.0%	8.75%
AAPL	Apple Inc. Technology	Added	6,835	+1	$1,977,775	+14.0%	6.89%
CVX	Chevron Corp Energy	Reduced	10,698	-2,000	$1,773,300	−32.5%	6.18%
DUK	Duke Energy CORP Utilities	Reduced	13,000	-2,000	$1,645,540	−16.2%	5.73%
MRK	Merck & Co., Inc. Healthcare	Held	12,105	0	$1,555,492	+6.8%	5.42%
PEP	Pepsico Inc Consumer Defensive	Held	8,050	0	$1,089,970	−12.8%	3.80%
EVRG	Evergy, Inc. Utilities	Reduced	11,400	-1,196	$985,302	−4.5%	3.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,008	0	$881,013	+1.5%	3.07%
MU	Micron Technology Inc Technology	Held	744	0	$858,791	+241.7%	2.99%
AEP	American Electric Power Co Inc Utilities	Held	6,248	0	$854,788	+4.4%	2.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,675	+600	$838,153	+62.7%	2.92%
KO	Coca Cola Co Consumer Defensive	Held	10,000	0	$812,700	+6.9%	2.83%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,200	0	$524,348	+14.4%	1.83%
TXN	Texas Instruments Inc Technology	Held	1,626	0	$484,661	+53.5%	1.69%
MMM	3M Co Industrials	Held	2,700	0	$437,157	+11.5%	1.52%
IBM	International Business Machines Corp Technology	Held	1,500	0	$421,815	+16.0%	1.47%
T	At&T Inc. Communication Services	Reduced	19,220	-4,991	$397,854	−43.3%	1.39%
SBSI	Southside Bancshares Inc Financial Services	Held	9,856	0	$346,832	+13.2%	1.21%
AMD	Advanced Micro Devices Inc Technology	NEW	380	NEW	$220,745	NEW	0.77%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.